Manage complex lead routing at scale
When a hot lead gets routed to the wrong person, nothing good happens. Delayed follow-up, leads end up in a black hole, a tarnished brand image—all lead to lower revenue. Openprise can help by managing, at scale, the complex lead routing logic that most sales automation and marketing automation platforms can’t.
Get leads to the right reps ASAP
- Automate lead-to-account matching, based on your business needs, without getting stuck in a 'secret algorithm' you can't change.
- Route based on any criteria.
- Built-in cleansing before routing provides unparalleled accuracy.
Keep up with constantly changing territory assignments
- Our lead routing software can route leads based on geography, product interest, partner involvement, customer status, lead score, upsell potential, or any other criteria you can imagine.
- Execute lead routing faster, without bogging down your sales and marketing automation systems.
- Make changes on-the-fly to keep up with constantly changing territory assignments.
Get all the capabilities you need to automate your lead routing
Make attribution easy by automating the entire process
Download white paper “The Comprehensive Survival Guide for Lead Routing and Account Assignment”
Get insights on lead routing, account and territory assignment, automation – and more
Lead Routing FAQs
1. How can I automate lead routing to the right sales rep?
Openprise provides a no-code data automation platform that enables teams to automate lead routing by integrating and orchestrating data from CRMs, marketing automation platforms, and other data systems. The solution allows you to centralize data quality management, deduplicate records, and ensure that leads are matched and assigned based on custom criteria like territory, account fit, or sales team specialization. Automation reduces manual tasks and enables consistent, rule-driven routing at scale, leveraging pre-built integrations for over 300 systems.
2. What criteria or rules should I use for routing leads?
Openprise’s platform supports flexible rule creation, allowing you to route leads using attributes such as geography, account ownership, industry fit, product interest, and lead score. Data enrichment and cleansing are integral, improving match rates and ensuring your routing rules are based on accurate, complete information. The platform’s multi-vendor enrichment engine unifies data from several sources, providing a reliable foundation for complex routing logic, from territory-based assignments to advanced segmentation.
3. How do I handle leads that might fall through the cracks?
Openprise’s centralized data management and orchestration tools help prevent leads from being missed or orphaned by automating deduplication, enrichment, and validation processes. Integration across GTM, sales, and marketing systems allows for real-time updating and automatic rescore, helping manage duplicate or incomplete leads. This minimizes manual errors and ensures that all leads are routed, tracked, and followed up using consistent protocols established by your team.
4. What tools or integrations make lead routing easier and more scalable?
The Openprise RevOps Data Automation Cloud offers over 300 pre-built integrations with leading CRMs, marketing automation platforms, and data warehouses, consolidating disparate tools and datasets into a unified environment. The platform’s no-code architecture makes it accessible for operations teams without programming skills, and enables scalable automation for routing, enrichment, and reporting. Teams benefit from starting quickly—and scaling fast—while maintaining continuous data quality improvements and operational efficiency.